Mike Clulow
Portfolio Manager-Equities at EFG Asset Management (North America) Corp.
Profile
Mr. Michael D.
Clulow, CFA MBA, is a Senior Portfolio Manager at EFG Asset Management (North America) Corp.
He joined the firm in March 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names.
He has been an investment analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years.
Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS.
Previously, he worked as a Healthcare Analyst at CIBC World Markets.
He started his career as Corporate Lending Officer at PNC Bank.
He holds an MBA Hons in Finance and Economics from New York University's Leonard N.
Stern School of Business and a BSc in Finance from Miami University of Ohio.
Mike Clulow active positions
Companies | Position | Start |
---|---|---|
EFG Asset Management (North America) Corp.
EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Portfolio Manager-Equities | 31/01/2021 |
Former positions of Mike Clulow
Companies | Position | End |
---|---|---|
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Portfolio Manager-Equities | 31/01/2021 |
Mazama Capital Management, Inc.
Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Analyst-Equity | 29/02/2016 |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 20/01/2002 |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Analyst-Equity | - |
Training of Mike Clulow
Miami University | Undergraduate Degree |
New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
Mazama Capital Management, Inc.
Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Finance |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
EFG Asset Management (North America) Corp.
EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Finance |
- Stock Market
- Insiders
- Mike Clulow